How to open a managed session into a client account

Open a temporary signed-in session in a client's account from the Client accounts page, and edit its company name, slug, owner name, and support access.

Open a temporary managed session in a client account. You can work in it and edit its company name, slug, owner name, and support access from the partner portal.

Open a client account

Use this to set up maps and data, check the client’s workspace, or help them.

1. On the Client accounts page, find the account row.
2. Click Open account. A temporary signed-in session into the client’s MangoMap account opens in a new tab.

The button shows Opening while the session loads. The session ends after a set time. Reopen it the same way when it expires.

Edit account details

1. Open the account details page (click the company name, or Client details in the row menu).
2. In the Account identity card, edit any of:

• Company name - also updates the display name on invoices.
• Slug - click Edit to open the slug editor. Changing the slug affects shared map links for the account.
• Owner name - the client owner’s name.
• Allow MangoMap support access for this account - whether MangoMap support can open the account.

3. Click Save changes. Use Discard to drop unsaved edits.

To change the client owner’s email, use how to transfer a client account to its owner instead - that starts an ownership handoff rather than a simple edit.

Related

• Partner portal reference
• How to transfer a client account to its owner
• How to update a client subscription